Brian penston june 2014
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Brian Penston
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFP
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFPBachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFPBachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life Underwriter
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFPBachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life UnderwriterChartered Financial Consultant
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFPBachelor of Commerce – Marketing and Finance Major
– University of Manitoba
Chartered Life UnderwriterChartered Financial Consultant
Certified Financial Planner
I Have Been Helping Individuals and Groups Arrange Their Life and Health Insurance,
Investments and Other Financial Products and Services
Brian Penston
Since 1975
I Have Been Helping Individuals and Groups Arrange Their Life and Health Insurance,
Investments and Other Financial Products and Services
Brian Penston
What Do I Do?
What Do I Do?
I am an independent financial advisor. I work with you to understand your financial goals and I work for you, shopping to find plans and programs best suited to your objectives and goals.
Where Am I Going?
I am building a clientele of successful individuals and groups. I also work with the clients of other successful practitioners.
Where Am I Going?
How Can I Help You?
How Can I Help You?
I will share some strategies with you that are currently being used by other successful individuals and groups.
How Can I Help You?
I will share some strategies with you that are currently being used by other successful individuals and groups.
You still make all the decisions, but because I am always looking to find new strategies, I will probably find some plans and programs you might not discover for quite some time, if at all.
How Can I Help You?
I will share some strategies with you that are currently being used by other successful individuals and groups.
You still make all the decisions, but because I am always looking to find new strategies, I will probably find some plans and programs you might not discover for quite some time, if at all.
I Work for You andSomeone Else Pays Me!!!
Brian PenstonProducts & Services
· Individual & Group Health Plans
· Disability & Critical Illness Insurance Plans·Registered Education Savings Plans
·Registered Retirement Income Funds
·Term Deposits·Registered Retirement Savings Plans
·Guaranteed Variable Investment Funds
·Computerized Financial Planning
·Temporary Life Insurance Rate Surveys
·Permanent Life Insurance Contracts
· Non Traditional Investments (Tax Shelters)
Brian PenstonCompanies I Have Contracts With
Brian PenstonCompanies I Have Contracts With
Assumption Life; BMO Life; Canada Life; Custom Care; Empire Life; Edge Benefits; Equitable Life; Great West Life; Industrial Alliance; Manulife Bank; Manulife Financial; Olympia Benefits: RBC Life; Standard Life; Sun Life; TD Asset Management; Transamerica Life; Wawanesa Life
What Can I Not Do?
What Can I Not Do?
Predict The Future
What Can I Not Do?
Predict The Future
What Do We Do About That?
What Can I Not Do?
Predict The Future
What Do We Do About That?
Recommend Products with Guarantees
Brian PenstonB.Comm. (Hons.), CLU, CH.F.C.,
CFP
Phone: (204) 633-7353 Email: [email protected]
Thank You